Differences

This shows you the differences between two versions of the page.

--- navigating_the_portal [2021/03/10 04:17]
grm
+++ navigating_the_portal [2021/06/07 06:24] (current)
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+[[start|Back to Table of Contents]]
 ====== Navigating the Portal ======
 The GRM Portal features common functions between pages, from searching entries and exporting lists to saving entries.
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+----
 === Top menu ===
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   * Notifications icon (bell), clicking this will take you to the [[Notifications]] page,
   * User panel that shows the user's username and full name. When clicked, this shows a submenu of functions, detailed in the [[Your Account]] page.:
-    * My profile
+    * My profile - Lets you change your account details (e.g. name, contact number).
     * Change password
     * Sign out
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+----
 === Logs ===
 {{::logs.png?nolink&100|}}
 On certain pages, the "Logs" button will be present. Clicking this button will reveal a side panel that shows a history of activity on that page.
 {{::logspanel.png?nolink|}}
 Actions such as adding, editing, and deleting entries are shown in this panel. It will display:
   * The action and the user who performed it,
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+----
 === Search ===
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+----
 === Pagination controls ===
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+----
 === Sorting ===
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+----
+=== Filter ===
+{{::filter.png?nolink|}}
+On some list pages, you can also narrow down the list using filters. Similar to searching, type any text on a column filter and it will only show entries that contain the search text in that column.
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+\\
+----
 === Export List to Excel ===
 {{::exporttoxl.png?nolink&200|}}
-On list pages, you have the option to generate a Microsoft Excel file from the list displayed. Simply click on the "Export List to Excel" button at the upper right of the page and it will prompt you to download the generated XLS file.
+On list pages, you have the option to generate a Microsoft Excel file from the list displayed. Simply click on the "Export List to Excel" button at the upper right of the page and it will prompt you to download a XLS file based on the listed rows and columns in that page.